AR Aging Report
The Accounts Receivable (AR) Aging Report shows how much money your customers owe and how long those balances have been outstanding. By grouping unpaid invoices into aging buckets, you can identify overdue accounts, prioritize collection efforts, and keep your receivables healthy.
Opening the Report
Navigate to Business > AR Aging from the main menu. This opens the FrmARAgingReport form. Access to this report requires the FIN_VIEW_REPORTS permission.
Purpose
The AR Aging Report answers the question: “How much are customers owed to us, and how overdue are those amounts?” It pulls all open invoices where the customer still has a remaining balance and categorizes each one based on how many days have passed since the invoice was created. This helps you focus your collection efforts on the accounts that need the most attention.
As-Of Date Selection
At the top of the form you will find an As-Of Date picker. This date controls how aging is calculated. By default it is set to today's date, but you can change it to any date to review the aging as it appeared at a specific point in time. The report refreshes automatically when you change the date.
Aging Grid Columns
The main grid displays one row per customer with outstanding balances. The columns are:
| Column | Description |
|---|---|
| Customer | The name of the customer who owes the balance |
| Current / 0 Days | Amounts from invoices created on or after the as-of date |
| 1-30 Days | Amounts from invoices created 1 to 30 days before the as-of date |
| 31-60 Days | Amounts from invoices created 31 to 60 days before the as-of date |
| 61-90 Days | Amounts from invoices created 61 to 90 days before the as-of date |
| 90+ Days | Amounts from invoices created more than 90 days before the as-of date |
| Total | The sum of all aging buckets for that customer |
How Aging Is Calculated
For each open invoice, AccuArk calculates the age using the formula:
Days Outstanding = DATEDIFF(as-of date, invoice created_at)
Only invoices where is_closed = 0 and there is a remaining balance (total minus payments received) are included. If the result is zero or negative, the amount goes into the Current / 0 Days bucket. If the result is between 1 and 30, it goes into 1-30 Days, and so on through the remaining buckets. Invoices older than 90 days land in the 90+ Days bucket.
All amounts for the same customer are summed into the appropriate bucket and displayed on a single row.
Totals Row
At the bottom of the grid, a totals row shows the sum of each column across all customers. This row is styled with bold text, a navy background, and white text so it stands out clearly from the data rows above it.
Location Filtering
If your business operates across multiple locations, you can use the Location dropdown at the top of the form to filter the report to a specific location. Only invoices associated with the selected location will appear. Select “All Locations” to see the full picture across your entire business.
Printing the Report
Click the Print button in the toolbar to send the report to your printer. The report is printed in landscape orientation using the built-in ReportPrinter utility. The printout includes the report title, as-of date, location filter, all data rows, and the totals row.
Right-Click Context Menu
Right-click on any customer row to open a context menu with the following option:
- View Invoices — Opens a filtered list showing all open invoices for the selected customer. This lets you drill down from the summary to see individual invoice details, amounts, and dates.
Tips for Collections
- Focus on the 90+ Days column — These are your most overdue receivables. Contact these customers first, as the longer an invoice goes unpaid the less likely it is to be collected.
- Monitor the 61-90 Days column — Accounts in this range are becoming seriously overdue. Send reminder notices and follow up with phone calls before they slip into the 90+ bucket.
- Track trends over time — Run the report at the end of each month and compare totals. If the 90+ Days total is growing, your collection process may need improvement.
- Use the as-of date for analysis — Set the as-of date to a past month-end to reconstruct what your aging looked like at that point. This is useful for identifying patterns.
- Drill down to individual invoices — Use the right-click View Invoices option to see which specific invoices are driving a customer's aging balance.
- Filter by location — If collections are handled per location, use the location filter to generate location-specific aging reports for each collections team.
- Print for collections meetings — Print the report before team meetings so everyone can review outstanding balances and assign follow-up tasks.